+1,145.0%
WMB vs SPXU
-100.0%
+1,245.0%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -0.1% |
| 7D | +7.8% | -7.6% | +15.4% | +5.0% |
| 30D | -5.1% | +5.3% | -10.4% | -2.6% |
| 3M | -4.7% | +9.6% | -14.4% | -0.6% |
| 6M | -7.4% | -4.5% | -2.9% | -7.8% |
| YTD | +17.5% | -25.9% | +43.3% | +7.3% |
| 1Y | +19.5% | -28.9% | +48.3% | +7.7% |
| 3Y | +121.3% | -80.5% | +201.7% | +33.2% |
| 5Y | +200.5% | -83.4% | +283.9% | +97.1% |
| 10Y | +281.9% | -99.5% | +381.4% | -21.0% |
| All | +1,145.0% | -100.0% | +1,245.0% | -39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SPXU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling